William Howard & Co Financial Advisors Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, William Howard & Co Financial Advisors Inc held in its portfolio 57 assets valued at $118,630,971 (i.e. $118.63M).
The most valuable assets in the portfolio included: ISHARES TR ($27.90M), ISHARES TR ($12.47M), and ISHARES TR ($11.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 57 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
William Howard & Co Financial Advisors Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 40739 | 27904245 | CORE S&P500 ETF |
| ISHARES TR | 129665 | 12468563 | 7-10 YR TRSY BD |
| ISHARES TR | 47586 | 11713916 | RUSSELL 2000 ETF |
| ISHARES TR | 160269 | 9563223 | SELECT US REIT |
| ISHARES TR | 14271 | 5520549 | RUSSELL 3000 ETF |
| ISHARES TR | 56056 | 5014702 | CORE MSCI EAFE |
| VANGUARD BD INDEX FDS | 60532 | 4483586 | TOTAL BND MRKT |
| ISHARES TR | 22566 | 3789734 | CORE S&P US GWT |
| ISHARES TR | 29157 | 3479812 | 3 7 YR TREAS BD |
| ISHARES TR | 30575 | 2936125 | MSCI EAFE ETF |
| VANGUARD TAX-MANAGED FDS | 35316 | 2206174 | VAN FTSE DEV MKT |
| STRYKER CORPORATION | 5490 | 1929570 | COM |
| APPLE INC | 6733 | 1830522 | COM |
| AMPHENOL CORP NEW | 13198 | 1783578 | CL A |
| ISHARES TR | 20461 | 1694563 | 1 3 YR TREAS BD |
| ISHARES TR | 13410 | 1473906 | TIPS BD ETF |
| VANGUARD INDEX FDS | 15054 | 1332088 | REAL ESTATE ETF |
| ISHARES INC | 16486 | 1108156 | CORE MSCI EMKT |
| VANGUARD INTL EQUITY INDEX F | 22558 | 1034099 | GLB EX US ETF |
| INVESCO QQQ TR | 1662 | 1020767 | UNIT SER 1 |
| ISHARES TR | 2022 | 957112 | RUS 1000 GRW ETF |
| ISHARES TR | 9340 | 932879 | CORE US AGGBD ET |
| COMMUNITY TR BANCORP INC | 15557 | 878971 | COM |
| ISHARES TR | 28092 | 869742 | PFD AND INCM SEC |
| ISHARES TR | 8056 | 826062 | CORE S&P US VLU |
| EA SERIES TRUST | 15856 | 812936 | FREEDOM 100 EM |
| ISHARES TR | 3851 | 809932 | RUS 1000 VAL ETF |
| ISHARES TR | 8799 | 682174 | EAFE SML CP ETF |
| VANGUARD BD INDEX FDS | 12476 | 621804 | VANGUARD ULTRA |
| FIDELITY MERRIMACK STR TR | 12964 | 596863 | TOTAL BD ETF |
| ISHARES TR | 3914 | 581905 | CORE S&P TTL STK |
| VANGUARD INDEX FDS | 917 | 575142 | S&P 500 ETF SHS |
| ISHARES TR | 8166 | 538965 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 1203 | 403258 | TOTAL STK MKT |
| VISA INC | 1082 | 379468 | COM CL A |
| ISHARES TR | 3102 | 372821 | CORE S&P SCP ETF |
| SCHWAB STRATEGIC TR | 7822 | 353615 | FUNDAMENTAL INTL |
| SCHWAB STRATEGIC TR | 11498 | 327481 | US SML CAP ETF |
| CROWDSTRIKE HLDGS INC | 680 | 318757 | CL A |
| NVIDIA CORPORATION | 1650 | 307728 | COM |
| VANGUARD INTL EQUITY INDEX F | 5578 | 299849 | FTSE EMR MKT ETF |
| SCHWAB STRATEGIC TR | 10721 | 288510 | US LRG CAP ETF |
| AMERICAN CENTY ETF TR | 3771 | 285702 | US LARGE CAP VLU |
| SCHWAB STRATEGIC TR | 8147 | 265758 | US LCAP GR ETF |
| AMAZON COM INC | 1147 | 264751 | COM |
| ISHARES TR | 814 | 262931 | RUS 2000 GRW ETF |
| INTERNATIONAL BUSINESS MACHS | 887 | 262738 | COM |
| MICROSOFT CORP | 505 | 244228 | COM |
| MOODYS CORP | 475 | 242654 | COM |
| SCHWAB STRATEGIC TR | 7949 | 235360 | US LCAP VA ETF |
| ISHARES TR | 1289 | 233580 | RUS 2000 VAL ETF |
| VANGUARD INDEX FDS | 719 | 226237 | LARGE CAP ETF |
| VANGUARD ADMIRAL FDS INC | 2014 | 223482 | SMLLCP 600 IDX |
| ISHARES TR | 4048 | 221466 | MSCI EMG MKT ETF |
| VANGUARD STAR FDS | 2926 | 220725 | VG TL INTL STK F |
| BERKSHIRE HATHAWAY INC DEL | 428 | 215134 | CL B NEW |
| ISHARES BITCOIN TRUST ETF | 4076 | 202373 | SHS BEN INT |
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